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And here's how to add or change your Default Accounting information (the Account Number account number you will use most often. More detailed instructions on how to lookup an account can be found here.)). If you don't know the account number, follow the instructions below to search by account name or organization number. These instructions are excerpted from the Lookup an Account topic above.
| Steps | What you need to do | How to do it |
|---|
| 1 | Add/Change an Account Number | - If it isn't already open, press Show next to the Edit TEMProfile tab.
- If you already know the account number, then under the Default Accounting heading input the number in the Account Number field and you can skip the next two steps.
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| 2 | Lookup | the Account Number by Account Name | If you don't already know the account number, here's how to look it up while you are editing your TEM Profile.
Next to the Account Number field, press the spyglass icon to lookup the account number. A new page will open.In the Account Name - In the Account Name field, enter what you know and surround the query with *. For example if I were looking up the help desk, I would enter the following: *help desk*
- Press Search and the results will appear down below.
- Under the Account Number column, you will find the account number you
| would like to use and select return_value. You will be taken back to your TEM Profile and the account number will automatically be added- were looking for.
|
| 3 | Lookup by Organization Number | - In the Organization Code field, enter the 4-digit org code and press Search down below.
- A list of all accounts for that org will appear in the results below.
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When you are done editing your TEM Profile, here's how to save your changes.
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